See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,465 | $100,852-95.6% | $90,404-95.1% | $158,922-97.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 20.02% | 1724.20%-1704.2pp | 1293.02%-1273.0pp | 302.83%-282.8pp |
| Employer contribution / active EE | $660 | $3,689-82.1% | $3,262-79.8% | $4,761-86.1% |
| Participant deferral / active EE | $1,289 | $4,348-70.4% | $3,963-67.5% | $5,982-78.5% |
| Admin fee / account holder | $94 | $6,501-98.6% | $5,611-98.3% | $11,246-99.2% |